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Winton T

Price: 149.5640GBP

Change: icon-up-small 0.72%

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Winton Trend-enhanced Global Equity (UCITS) I Acc GBP

Fund
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Winton Trend-enhanced Global Equity (UCITS) I Acc GBP

ISIN:

IE0007ERKXC6

Risk level:

FE fundinfo Rating:

N/A

IA Sector:

FO Hedge/Stru Prod - Equity

Income type:

Accumulation

Price:

149.5640GBP

10 August 2026

Last change:

icon-up-small 0.72%

1 year change:

icon-up-small 37.37%

5 year annualised return:

N/A%

12 month yield:

N/A%

Key Investor Information Document (KIID)

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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account

ISA

SIPP

Investing for longer increases the likelihood of positive returns. Over a period of 5 years or more, investments usually give you a higher return compared to cash savings. But investments can go down as well as up in value. So you could get back less than you put in.

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

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Fund:

Winton Trend-enhanced Global Equity (UCITS) I Acc GBP
Sector:

FO Hedge/Stru Prod - Equity
Benchmark:

Index

Discrete calendar year performance

Discrete calendar year performance
Investment	30/06/21 to 30/06/22	30/06/22 to 30/06/23	30/06/23 to 30/06/24	30/06/24 to 30/06/25	30/06/25 to 30/06/26
Winton Trend-enhanced Global Equity (UCITS) I Acc GBP	N/A%	N/A%	N/A%	N/A%	38.85%
FO Hedge/Stru Prod - Equity	-5.04%	2.91%	7.29%	4.63%	6.88%
N/A	N/A%	N/A%	N/A%	N/A%	N/A%

Trailing returns

(*annualised)

Trailing returns
Investment	3 months	6 months	1 year	3 years*	5 years*
Winton Trend-enhanced Global Equity (UCITS) I Acc GBP	4.20%	10.89%	37.37%	N/A%	N/A%
FO Hedge/Stru Prod - Equity	1.42%	2.68%	6.51%	6.28%	3.21%
N/A	N/A%	N/A%	N/A%	N/A%	N/A%

Overview

Fund Objective: The investment objective of the fund is to achieve long-term capital appreciation through compound growth.

Manager name:

Winton Capital Management Ltd

Manager start date:

N/A

Investment style:

Systematic Trend

Region (geographical):

Global

Manager Biography:

N/A

Benchmark:

N/A

Sector:

FO Hedge/Stru Prod - Equity

FE fundinfo Rating:

N/A

Fees & charges

Fees and Charges

Fees and Charges
Charge	Who receives this?	What is it?	Amount
Initial charge:	The fund manager	Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged.	N/A%
Ongoing Charges:	The fund manager	The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year.	1.10%
Performance Fee:	The fund manager	A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions.	N/A
Typical transaction cost:	The fund manager	The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading.	0.188%*
Dealing commission:	Scottish Widows	The cost of buying or selling some or all of your investment.	£5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 405,616,127.97 GBP

Chart not available

Chart date: August 10, 2026

Top 10 Holdings

Top 10 Holdings
Security	Weight
No results

Sectors

Sectors
Sectors	Weight
No results

World regions

World regions
Country	Weight
No results

ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about Scottish Widows’ approach to responsible investments.

Important legal information

The Scottish Widows Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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The information is provided for informational purposes only. It does not constitute investment advice, a personal recommendation, investment research, a research recommendation, an invitation or inducement to engage in investment activity, or a recommendation to buy, sell or hold any share, company, fund, investment vehicle or other financial instrument. Communify Europe Limited does not assess the suitability or appropriateness of any investment for any user.

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